Services

Sparring

One lead for your finance and IT questions, before they become problems.

The same five phases as the Sprint — you do it, HAAI spars weekly.

A permanent sparring partner at board level who covers both finance and IT, without you hiring a CFO or IT manager. Ideal when you know things can be better but not yet where to start, and before you commit to a system, process or partner.

• Weekly contact at a fixed time
• Unlimited asynchronous support in between: a quick check before you decide, sign or escalate
• Independent second opinion on plans, quotes and partner proposals
• A monthly 2-pager naming the frictions we see, with concrete recommendations

Advisor

Reliable numbers from systems your team actually uses.

The same five phases as the Sprint — your team builds, HAAI steers monthly.

Monthly steering by one lead who looks at your finance processes and your systems together. Whether you run a new ERP, an older system or mostly spreadsheets, we find where manual work and workarounds slow you down, and remove them step by step.

• Monthly management review that turns system output into decisions
• Process walkthroughs to find manual work, spreadsheet workarounds and processes that run outside the system
• A prioritised automation backlog, agreed by finance and IT together
• Ongoing maintenance of your management reporting, including a first layer of AI (e.g. anomaly detection)
• A quarterly roadmap: what we tackle next quarter, in which order and why

Finance Systems Lead

Your finance systems lead on the client side, from requirements to a go-live your team embraces.

The same five phases as the Sprint — HAAI leads, your team and the partner build.

One lead for both the finance and the systems side of your ERP or automation project. We represent you towards the implementation partner, design the finance processes and controls, and keep your financial management running while the project runs, including fractional CFO support where needed.

• Everything in Advisor, plus:
• Client-side project lead: planning, scope, budget and steering committee reporting
• Requirements and process design, translated between finance and the implementation partner
• Controls built into the design: authorisations, segregation of duties and audit trail
• Data migration, testing and go-live readiness with finance sign-off, plus key users, training and adoption as a go-live criterion
• Fractional CFO support: board and investor preparation, forecasting and financial modelling

Transformation Sprint

One measurable leap in 90 days. No savings, no fee.

Everything starts here — HAAI does the work, in 90 days.

Want to improve but not sure where to start? The Diagnosis phase finds where the biggest gain lies, whether in finance processes, reporting, systems or ways of working, and one lead implements it with you within 90 days. Fixed quality gates, a team that can carry on without us, and a fee based entirely on the savings delivered.

• Five phases: Diagnosis → Blueprint → Implementation → Knowledge transfer → Hand-off
• Fixed quality gates, signed off by finance and IT together
• Pragmatic in-house tooling, or the right external partner where heavy customisation is needed
• Adoption is an exit criterion: we only hand off once your team works the new way
• No savings, no fee: the fee is a share of the savings delivered, calculated at hand-off against the baseline set in the Diagnosis phase
• After hand-off: Advisor keeps the gains (default route), Finance Systems Lead if the Diagnosis surfaced an ERP or automation project, Sparring as a weekly safety net
• Next measurable leap? A new Sprint, with a new baseline

Audit Lab

Remove the friction between your audit team and your clients' data.

Auditors lose hours getting, cleaning and trusting client data from their systems. Audit Lab closes that gap with AI models for materiality, risk and anomaly detection, connected to your clients' systems and built to your methodology. It is delivered by one lead who combines audit and IT expertise (CISA).

• Standardised data extraction from common ERP and accounting systems
• AI models for materiality, risk detection and unusual transactions
• Integration into your existing audit methodology and files
• Training of your audit team, plus quarterly Q&A and ongoing methodology updates
• No savings, no fee: the fee is a share of the savings delivered, measured against a baseline agreed at the start

Project-based

Defined jobs, follow-up implementations or support for your finance team – without an ongoing retainer.

• Specific deliverables or overflow work
• No fixed volume
• Hours × rate = invoice